See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,460 | $69,977-93.6% | $108,579-95.9% | $62,891-92.9% |
| Participation rate | 56.8% | 72.9%-16.1pp | 79.6%-22.8pp | 69.3%-12.5pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $762 | $2,135-64.3% | $3,758-79.7% | $2,281-66.6% |
| Participant deferral / active EE | $1,769 | $3,165-44.1% | $4,311-59.0% | $3,203-44.8% |
| Admin fee / account holder | $1 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |